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How This Barron's Hall of Famer Leveraged Workplace Workshops to Build a 10-Figure AUM Business with Scott Tiras
In a Nutshell: Hard work, a deep love for his clients, and a niche working with retirees of a particular company led this advisor to the pinnacle of the profession.
Guest: Barron's Hall of Famer Scott Tiras, President of Tiras Wealth Management, which is a private wealth advisory practice of Ameriprise Financial Services. Scott has more than 30 years of experience as an advisor. Currently he manages around 700 family relationships and more than $1.5 billion in assets.
My Key Takeaway: To create an experience that makes clients feel like they're your only client:
Identify your "bread and…
The skinny
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